David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q1 2024)

As of Mar 31, 2024, the Abrams Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2024, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Alphabet Inc., Meta Platforms, Inc., U-Haul Holding Company, U-Haul Holding Company Series N, Willis Towers Watson

Complete Exits - Teva Pharmaceutical Industries , USCB Financial Holdings, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2024	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-255,145	-11.0%	$312.00M	2,067,195
Q1 2024	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-91,003	-12.8%	$301.33M	620,547
Q1 2024	TEVA Teva Pharmaceutical Industries	Teva Pharmaceutical Industries	Sell - Position Exit	-5,996,836	-100.0%	$0.00	-
Q1 2024	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell	-130,016	-31.9%	$18.71M	277,011
Q1 2024	UHAL-B U-Haul Holding Company Series N	U-Haul Holding Company Series N	Sell	-118,023	-3.2%	$236.40M	3,545,220
Q1 2024	USCB USCB Financial Holdings, Inc.	USCB Financial Holdings, Inc.	Sell - Position Exit	-149,786	-100.0%	$0.00	-
Q1 2024	WTW Willis Towers Watson	Willis Towers Watson	Sell	-86,057	-10.7%	$198.21M	720,779